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- Tasks: Analyse data and produce reports to support Client Liaison management.
- Company: Join St. James’s Place, a forward-thinking financial services firm.
- Benefits: Enjoy competitive pay, generous leave, and a bonus scheme.
- Why this job: Make an impact with your analytical skills in a dynamic environment.
- Qualifications: Strong Excel and Power BI skills; data analysis experience preferred.
- Other info: Hybrid work model with opportunities for career growth.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Client Liaison Reporting Analyst role at St. James’s Place.
Are you ready to chart your own career path? At SJP we need talented individuals like yourself to support our evolving culture. If you’re seeking an employer that is passionate about excellence, innovation and autonomy, SJP could be the place for you.
At a glance:
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Associate
The main purpose of the role is to provide regular management information to support in the overall management of Client Liaison, produce data for regulatory reporting purposes and to provide ad hoc information to external departments when requested. In addition, to review and analyse Client Liaison data to assist with the Root Cause Analysis function and ad hoc Client Liaison projects as required. The role holder will also develop, build and implement robotics processing into Client Liaison, working alongside an external project team if needed.
What you\’ll be doing
- Deliver regularly scheduled MI for Client Liaison management within agreed SLA
- Respond to ad-hoc requests for MI from Client Liaison management and external departments
- Support the production of fortnightly and six-monthly regulatory reporting to FCA
- Produce and maintain various departmental spreadsheets and dashboards
- Review and analyse various Client Liaison data (e.g. FOS decisions) to assist in report writing and to support the Root Cause Analysis half yearly reporting
- Maintain appropriate procedure documents for relevant MI tasks and assist in completing an annual review to ensure these remain fit for purpose
- Maintain existing robotic automation processes within Client’s Liaison while seeking further opportunities to utilise automation in reporting and case processing
- Assist in maintaining the Client Liaison complaint system (Respond)
Who we\’re looking for
We are seeking a diligent analyst with strong MI reporting and data analysis skills, particularly in Excel and Power BI, to support Client Liaison through regular reporting, regulatory submissions, and ad hoc data requests. The ideal candidate will be adept at interpreting sophisticated dashboards, maintaining data integrity, and identifying automation opportunities to improve reporting and complaint handling processes. Experience in financial services and knowledge of regulated complaint handling or financial products such as pensions and investments is desirable but not essential.
Essential
- Strong analytical skills and understanding of data integrity
- Excellent knowledge of MI tools such as Microsoft Excel and Power BI with a good understanding of Data Analysis Expressions (DAX) and experience in designing and building dashboards and integrating MI into presentations
- Ability to navigate and interpret existing PowerBI dashboards that contain multiple data tables and relationships
- A working understanding of other MI and presentation tools, such as Microsoft PowerPoint
Desirable
- Good understanding of regulated complaint handling within financial services
- Understanding of life, pension, investment and mortgage products
What\’s in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non-contributory pension (increasing with length of service)
Reasonable Adjustments: We\’re an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk
What\’s next?
If you\’re excited about this role and believe you have the skills and experience we\’re looking for, we\’d love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
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Client Liaison Reporting Analyst employer: St. Jamess Place
Contact Detail:
St. Jamess Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Reporting Analyst
✨Tip Number 1
Get to know the company! Research St. James’s Place and their values. This will help you tailor your conversation during interviews and show that you're genuinely interested in being part of their culture.
✨Tip Number 2
Practice your data analysis skills! Since the role requires strong MI reporting and data analysis, brush up on Excel and Power BI. Maybe even create a sample dashboard to showcase your skills during the interview.
✨Tip Number 3
Network like a pro! Connect with current or former employees on LinkedIn. They can provide insights about the company culture and might even give you tips on how to stand out in your application.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re proactive and serious about landing the Client Liaison Reporting Analyst role.
We think you need these skills to ace Client Liaison Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Liaison Reporting Analyst role. Highlight your analytical skills, especially in MI tools like Excel and Power BI, to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background aligns with our needs. Don’t forget to mention any experience with regulatory reporting or data analysis.
Showcase Your Data Skills: Since this role involves a lot of data analysis, make sure to include specific examples of how you've used MI tools in the past. We want to see your ability to interpret dashboards and maintain data integrity!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at St. Jamess Place
✨Know Your MI Tools Inside Out
Make sure you brush up on your skills with Microsoft Excel and Power BI. Be ready to discuss how you've used these tools in the past, especially when it comes to creating dashboards and handling data integrity. A solid understanding of DAX will definitely give you an edge!
✨Understand the Role's Requirements
Familiarise yourself with the specifics of the Client Liaison Reporting Analyst role. Think about how your previous experiences align with the responsibilities mentioned, like producing management information and supporting regulatory reporting. Tailor your examples to show you can hit the ground running.
✨Prepare for Data Analysis Questions
Expect questions that test your analytical skills and your ability to interpret complex data. Prepare to discuss past projects where you've successfully analysed data or identified automation opportunities. Use specific examples to illustrate your thought process and problem-solving abilities.
✨Show Enthusiasm for Continuous Improvement
SJP values innovation and excellence, so be ready to share your ideas on how to improve reporting processes or enhance client liaison functions. Demonstrating a proactive attitude towards finding solutions and embracing new technologies will resonate well with the interviewers.
